See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,120 | $31,310+2.6% | $53,898-40.4% | $74,304-56.8% |
| Participation rate | 23.9% | 30.7%-6.7pp | 55.0%-31.0pp | 60.3%-36.4pp |
| Annual return | 18.53% | 23.16%-4.6pp | 528.60%-510.1pp | 29.43%-10.9pp |
| Employer contribution / active EE | $582 | $450+29.3% | $932-37.6% | $2,241-74.1% |
| Participant deferral / active EE | $936 | $934+0.2% | $1,826-48.7% | $3,767-75.2% |
| Admin fee / account holder | $3,854 | $2,175+77.2% | $2,491+54.7% | $2,969+29.8% |